Client Service Specialist at Lamont Financial Group

Lamont Financial Group is hiring a Client Service Specialist to work in our Mason City West and Clear Lake Office. This full-time position provides the highest quality of customer service along with accuracy and precision in all aspects of account management service to Financial Services customers. Candidates must possess a high-level of personal accountability, strong attention to detail and follow-through.

 Duties include but are not limited to: 

• Greet clients and answers telephone with a high degree of professionalism, confidentiality, and effectiveness. 
• Schedule and prepare for client meetings.
• Ensure proper, organized, and complete documentation in client files.
• Set up new client accounts with a high degree of accuracy and completeness.
• Review daily transactions for accuracy and monitor transactions.
• Demonstrates knowledge of regulatory requirements and documentation. 

 Qualifications:

• Education: High School diploma or equivalent is required.  Associate’s degree or equivalent is preferred.
• Two (2) or more years of experience in a business office preferred.
• Excellent interpersonal skills, including oral and written communication, presentation, and facilitation skills 
• Ability to travel between two work locations as needed
• Internet and PC proficiency; ability to learn, understand, and assimilate new technology knowledge. 

Benefits:

• Health & Dental insurance
• 401 (k) retirement savings plan with a generous employer match
• Employer paid life insurance
• Long-term and short-term disability insurance plans
• Health Club dues reimbursement
• Generous paid time off plan

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, protected veteran status, or disability.